6:00 p.m. – 6:30 p.m. Networking reception with presenters and members of their companies
6:30 p.m. – 7:30 p.m. Program
Join us for an in-depth look at the steps involved in selling your privately-held company including using an investment banker, working through legal issues and documentation, selling to a private equity purchaser and managing sale proceeds.
Some of the topics to be covered include:
- How to Conduct the Sale to Maximize Deal Pricing and Terms
- Addressing Tax and other Legal Issues Relating to Structuring and Closing the Sale
- Determining what Private Equity Purchasers Believe Affects Value
- Planning for Sudden Increase in Wealth from Receipt of Sale Proceeds
Featured Speakers:
- Rob Wollfarth, Baker Donelson
- Terry DuFrene, J.P. Morgan Private Bank*
- Frank deVay, Chaffe & Associates
- Rob Dreier, Bunker Hill Capital
Cocktails and light hors d’ oeuvres
* "J.P. Morgan Private Bank" is a marketing name for private banking business conducted by J.P. Morgan Chase & Co. and its subsidiaries worldwide.
Securities offered through Chaffe Securities, Inc. member FINRA/SIPC